HOW FINWISE WORKS

Voice, scan, share,invoice, or type.No bank link.

Speak an expense, scan a receipt, share a payment message or screenshot, import an invoice or PDF, or type it yourself. Each capture becomes a draft you review. FinWise does not ask you to link a bank account.

Speak it

Add income or expenses using your voice.

Scan it

Capture a receipt in seconds.

Share it

Turn payment details into a transaction.

Send it

Import invoices and PDFs.

Type it

Add anything manually.

FinWiseTransaction captured
MerchantArtisan Roast Co.
CategoryCoffee & Dining
AccountPrimary Checking
DateToday, 09:42 AM
TypeExpense · $4.85

THE THREE PHASES

Capture it.Review it.Understand it.

01

Capture

Whenever spending happens, use whatever is already in your hands — a paper slip, notification share, or quick voice prompt.

02

Review

Everything becomes an editable draft first. Verify the amount, adjust the category, or add a quick note before it saves to your month.

03

Understand

See cumulative pace against your budgets, spot repeat subscription charges, and watch savings goals progress in real time.

INPUT, YOUR WAY

FIVE WAYS IN.
ONE PLACE OUT.

No rigid habits required. Add transactions using the method that fits the moment.

Voice

Speak an expense after purchase

Scan

Itemize paper or digital receipts

Share

Import SMS or payment screenshots

Invoice

Extract total, tax, and merchant

Manual

Quick-entry keyboard form

RECEIPT SCANNING

Scan a receipt.
Then confirm it.

Receipt scanning is one of the five ways in. It starts when you choose a receipt, and the result stays a draft until you review it.

  1. 1. Select the receipt

    Choose a paper or digital receipt, or take a photo of it. Scanning starts when you select that receipt or document.

  2. 2. FinWise drafts what it can read

    Supported receipt scanning uses online services. The draft can include the total, tax, date, and merchant it could read.

  3. 3. You review and confirm

    Correct the amount, merchant, category, or date, or add a note, before the entry is saved. Do not scan a document that contains a password or a card security code.

Receipt scanning questions

How does receipt scanning work?

Receipt scanning starts when you select a receipt or document, including a photo of a paper or digital receipt. FinWise uses online services for supported receipt processing and returns an editable draft. You can correct the amount, merchant, category, or date before saving.

What does a scanned receipt capture, and do I have to confirm it?

A supported scan can itemize the total, tax, date, and merchant it could read. The result is an editable draft. You review it and can correct the amount, merchant, category, or date, or add a note, before it is saved.

AUTOMATED ORGANIZATION

FROM ACTIVITY
TO CLARITY.

Payment capturedCoffee Shop · $4.50
Food & DiningJust now
Receipt scannedGrocery Mart · $48.20
Groceries10m ago
Invoice importedInternet Utility · $65.00
Bills & Utilities1h ago
Voice entry addedTaxi fare · $14.00
Transport3h ago
Expense categorizedBookstore · $22.00
EducationYesterday
Income recordedClient payout · $850.00
FreelanceSep 12

AFTER CAPTURE

MORE THAN
A TRANSACTION LIST.

Every transaction builds up a rich, connected picture of your personal finances.

Budgets

Monthly limits by category so you never overspend blindly.

Analytics

Clear trends and breakdown charts of cashflow and burn rate.

History

Searchable, filterable timeline of every recorded purchase.

Categories

Smart organization adapted to your actual spending lifestyle.

Accounts

Keep cash, cards, and digital balances organized together.

Spending patterns

Identify recurring charges and hidden subscription creep.

FINWISE

TRACK LESS.
UNDERSTAND MORE.

Get FinWise →